Tag: turnkey asset management platform
GeoWealth secures $38m to expand public-private portfolios
GeoWealth, a FinTech firm offering a proprietary technology platform and turnkey asset management platform, has secured $38m in its Series C funding round.
The round...
GeoWealth secures $18m from BlackRock to enhance RIA-focused tech platform
GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, today announced a significant $18m growth investment.
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